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M&T Bank

825 hedge funds and large institutions have $16.6B invested in M&T Bank in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 277 increasing their positions, 333 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 81.62%82.89% (+1.3%)

8% less funds holding

Funds holding: 896825 (-71)

17% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 333

18% less capital invested

Capital invested by funds: $20.2B → $16.6B (-$3.63B)

24% less call options, than puts

Call options by funds: $133M | Put options by funds: $175M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

39% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 131

Holders
825
Holders Change
-71
Holders Change %
-7.92%
% of All Funds
13.15%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
80
Increased
277
Reduced
333
Closed
131
Calls
$133M
Puts
$175M
Net Calls
-$42.1M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
676
Jackson Grant Investment Advisers
Connecticut
$76.1K +$4.07K +28 +5%
ZB
677
Zions Bancorporation
Utah
$74.6K -$290 -2 -0.3%
BEI
678
Benjamin Edwards Inc
Missouri
$70K -$55.3K -381 -39%
GIA
679
GHP Investment Advisors
Colorado
$69.7K -$35.1K -242 -29%
OAJ
680
Ogorek Anthony Joseph
New York
$65K
SC
681
SouthState Corp
Florida
$60.5K +$25.5K +176 +53%
MWM
682
Mascoma Wealth Management
New Hampshire
$60K
AA
683
Alta Advisers
United Kingdom
$59.8K
MFC
684
Mechanics Financial Corp
Ohio
$59.8K
MMG
685
Monetary Management Group
Missouri
$59.8K
TF
686
Tompkins Financial
New York
$59.8K
LC
687
Lindbrook Capital
California
$59.2K +$10.3K +71 +17%
RAM
688
Riggs Asset Management
Pennsylvania
$56.1K
PFBT
689
Parkside Financial Bank & Trust
Missouri
$53.4K +$20.6K +142 +47%
DMBA
690
Deseret Mutual Benefit Administrators
Utah
$51.5K
HFS
691
Hantz Financial Services
Michigan
$49K +$45.3K +312 +328%
BWA
692
BDO Wealth Advisors
Florida
$48.2K
CG
693
Cutler Group
California
$47K +$58.1K +400 New
HBW
694
Hazlett, Burt & Watson
West Virginia
$46K
SHIM
695
Stone House Investment Management
Pennsylvania
$44.8K +$54.3K +374 New
HIA
696
Harbor Investment Advisory
Maryland
$42.4K -$3.77K -26 -7%
TPCW
697
TD Private Client Wealth
New York
$40.8K +$7.69K +53 +18%
CFO
698
CVA Family Office
Colorado
$40.1K +$31.9K +220 +191%
SSG
699
Summit Securities Group
New York
$40K +$22.8K +157 +90%
CHA
700
Carmichael Hill & Associates
Maryland
$39.9K

MTB Hedge Fund Activity: Q1 2023 in Review

825 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2023, worth a combined $16.6B — down 18% from $20.2B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of MTB and 80 opened new positions — a net loss of 51 holders — while 333 trimmed existing stakes and 277 added.

The largest buyer was Wellington Management Group, adding an estimated $573M. The largest seller was Wells Fargo, cutting an estimated $313M.

  • 825 institutional investors held M&T Bank (MTB) as of Q1 2023, down from 896 in Q4 2022.
  • Funds reported $16.6B of M&T Bank stock for Q1 2023, down 18% quarter-over-quarter.
  • 80 funds opened new M&T Bank positions in Q1 2023 and 131 closed out, a net change of -51 holders.
  • The largest M&T Bank buyer in Q1 2023 was Wellington Management Group, an estimated $573M added.
  • The largest M&T Bank seller in Q1 2023 was Wells Fargo, an estimated $313M sold.

Based on aggregated 13F filings for Q1 2023.